Connect with other Blackbaud customers, discuss best practices, and get Blackbaud product updates.
I am looking for a way to pull designations and the GL accounts that are tied to that designation. I can get a list of designations and a list of GL codes, but trying to get both in one report/query is not working. Revenue that is tied to them is not needed.
Hello BBCRM Community, The University of Illinois Foundation is exploring third-party deceased finder tools to enhance our current CRM workflow. We currently use the built-in Deceased Finder in Blackbaud CRM and run it periodically. However, we're interested in API-connected solutions that can: Provide more comprehensive…
Hi there, I have just created and approved my first batch with a value of over £10,000 and consisting of 44 gifts using a batch template in NXT WebView that I created for it. I found that I was not able to pre-populate the following fields when creating the batch template like I can in Data Base view: Constituent ID…
Hi everyone,I am looking for some guidance on how to handle file attachments when creating interactions using the Blackbaud CRM SKY API.Specifically, I need to know the correct workflow for uploading a physical document (like a PDF or Word file) and linking it directly to an interaction record. Does the CRM SKY API support…
Does anyone have a standard procedure they would like to share for multi-year pledge gift entry and reporting in NXT? We are trying to streamline how we handle installment schedules, so our development reports better align with finance. Thank you!
Hi, I just noticed recently on a larger receipt quantity deposit that my PDF Deposit Report is not in payment number order or any logical order. I have tried sorting it differently and recreating the report, those haven't worked. Anyone else having this problem or have a solution to it? Thanks! Jennie
Hey folks! Quick question - does anyone know how to get a status update or nudge an app review along? Our app (81f8cc30-cdae-4018-b2ec-6e0112ae8a81) seems to be stalled at "Submitted for Approval", and we have live customers eager to onboard. Any advice or help moving it through would be awesome. Thanks!
When adding associated revenue to an opportunity, recurring gift payments do not display. Pledges, donations, matching gift claims, planned gifts and even event registrations are available types but not a payment on a recurring gift. Does anyone know why this is?
We are exploring if there are opportunities to leverage AI within the Blackbaud CRM environment - one business use case is to help identify, segment, and classify constituents based on engagement, giving history, event participation, and other constituent attributes. Can any advise whether Blackbaud CRM currently supports…
We invite you to connect with peers and experts by joining the next Blackbaud CRM User Group online! This is an excellent opportunity to ask questions and share your insights with other Blackbaud CRM users, our next meeting will be held on October 14 after bbcon. If you have already registered for prior meetings no need to…
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